Corient Private Wealth
MGEE icon

Corient Private Wealth’s MGE Energy Inc MGEE Stock Holding History

Corient Private Wealth’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$272K Sell
3,524
-6,628
-65% -$522K ﹤0.01% 2372
2025
Q4 		$796K Buy
10,152
+6,871
+209% +$565K ﹤0.01% 2011
2025
Q3 		$276K Sell
3,281
-3,087
-48% -$263K ﹤0.01% 2170
2025
Q2 		$563K Buy
6,368
+3,165
+99% +$285K ﹤0.01% 1642
2025
Q1 		$298K Sell
3,203
-115
-3% -$10.5K ﹤0.01% 1856
2024
Q4 		$312K Sell
3,318
-332
-9% -$32.1K ﹤0.01% 1868
2024
Q3 		$334K Buy
3,650
+375
+11% +$32.1K ﹤0.01% 1965
2024
Q2 		$245K Sell
3,275
-15
-0.5% -$1.17K ﹤0.01% 2018
2024
Q1 		$259K Buy
+3,290
New +$231K ﹤0.01% 1973
2023
Q3 		– Sell
-2,569
Closed -$203K – 2201
2023
Q2 		$203K Buy
+2,569
New +$197K ﹤0.01% 1871

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Corient Private Wealth's MGEE Position: Q1 2026 in Review

Corient Private Wealth reduced its MGE Energy Inc (MGEE) stake by 65% in Q1 2026, selling an estimated $522K and leaving 3,524 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Corient Private Wealth first reported a position in MGEE in Q2 2023 and has held it in 10 quarters since. The position peaked at $796K in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Corient Private Wealth held 3,524 shares of MGE Energy Inc worth $272K as of Q1 2026.
  • Corient Private Wealth sold 6,628 MGE Energy Inc shares in Q1 2026, an estimated $522K.
  • MGE Energy Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2372 holding.
  • Corient Private Wealth first reported a position in MGE Energy Inc in Q2 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's MGE Energy Inc position peaked at $796K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.